SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)126,228,745.0
- RAUM (discretionary)123,447,421.0
- Actionable assets96,392,928.0
- Accounts (total)479.0
Institutional Clients
- Government AUM—
- Pension AUM2,781,324.0
- Charitable AUM—
- HNW AUM82,766,019.0